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Barry Knapp, Founder, Ironsides Macro

Alpha Exchange

CHAPTER

Supply Chain Management

Where all the disinflation or deflation has come from for three decades has been through goods prices. Once china was admitted into the w t o, those prices started to really fall sharply. We also had an energy price shock in the last decade. And i think the fet is waking up to this i've heard powell reference it in press conferences. I do think they'll eventually get restructured and they'll be more responsive to rents and house prices.

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